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Customer Contact & Follow-Up

Follow up properly, without relying on your inbox

Most insurance enquiries don’t end at one product. A life policy often opens the door to critical illness, income protection, private medical and family cover. The challenge is doing that without missed follow-ups, scattered notes or a weak audit trail.

Typical improvement: manual follow-up that once took a week now runs automatically in minutes.

A familiar tale

A new enquiry comes in. Someone sends a quick reply. Another person assumes it’s handled. A task gets missed.
By the time anyone checks the thread, the customer has either chased you or gone quiet.
It doesn’t take much for this to happen. One busy afternoon, someone out on visits, or a colleague off sick, and suddenly nobody’s quite sure who last spoke to the customer or what was agreed.

FLG removes the guesswork by turning follow-up into a clear, trackable process instead of a scramble through inboxes.

Respond quickly with a process everyone follows

Speed matters, but consistency matters more. When every team member follows up differently, customers feel it. FLG takes follow-up out of your inbox and puts it where it belongs, in a reliable, repeatable process.

With FLG, you can:

Automate your first response

  • Send immediate acknowledgements for new enquiries
  • Trigger tailored workflows based on lead source or type

Keep follow-up consistent

  • Set sequences that run automatically
  • Use on-brand templates that sound like your business
  • Trigger the right next step every time
  • See what’s been sent, what’s due and who owns the next action

Automate the admin that slows teams down

Most follow-up isn’t selling. It’s admin: reminders, nudges, “just checking in” messages and paperwork prompts.

FLG handles all of it for you.

  • Appointment reminders sent automatically
  • Prompts for outstanding actions and missing documents
  • Triggered messages based on customer behaviour
  • Workflows that adapt when customers reply
  • Less manual chasing for your team

Keep long-term nurturing running quietly in the background

Not every lead is ready today.

The difference between a future sale and a forgotten one is the quality of your nurturing.

  • Build nurturing workflows for leads that need warming
  • Automate renewal reminders to protect recurring revenue
  • Create scheduled touchpoints over weeks and months
  • Tailor workflows by status without duplicating effort
  • See every interaction in a clean timeline

How better follow-up transforms businesses

Consistent follow-up

Opportunities appear based on real answers, not memory.

Higher conversion

Warm leads stay warm. Cold leads restart sooner.

Immediate responses

Mortgage referrals trigger strong opportunities for income protection and critical illness.

Better customer experience

Customers never need to chase you.

Fewer missed renewals

Automated cycles keep revenue on track.

Team clarity

One view of what’s done, what’s pending and what’s next.

Ready to stop losing leads to silence?

If you want reliable follow-up that keeps customers engaged from enquiry to renewal, you can get started in minutes.

Get Started

Or talk to us on 01282 798 545

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